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Veda_verse_ap

@Research1008

📊 Equity Analyst by Day, Meme Trader by Night. 🔍 Decoding markets with a mix of DCFs, gut-feel, and garam chai. 💥 Founder of #VedaVerse

India Beigetreten Ağustos 2025
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Veda_verse_ap
Veda_verse_ap@Research1008·
Follow VedaVerse 📊 “VedaVerse: Decoding Businesses, Compounding Wealth.” For sharp insights on: • Equity Research • Mutual Fund Analysis • Financial Knowledge that actually compounds 💰 No noise. Just clarity, conviction, and capital growth. instagram.com/veda_verse_ap?…
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Veda_verse_ap@Research1008·
@iamankitpande Ok then it’s totally ok,investing in equities worth it no asset class will beat equities in long terms.
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Ankit Pandey
Ankit Pandey@iamankitpande·
@Research1008 I get that, but in my case this flat is not for living, so I am evaluating it purely as an investment
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Ankit Pandey
Ankit Pandey@iamankitpande·
I own a 1BHK in Bhayandar, Mumbai worth around 55 lakhs. Rent I get? Just 20k per month. That is barely 4 percent return. And over time, buildings get old, appreciation slows, and maintenance increases. So I ran the numbers. If I sell and invest 50 lakhs, then do SWP at 12 percent while withdrawing 45k per month for 30 years: Total withdrawn = 1.62 crore Still left ≈ 1.24 crore Now compare: Property gives 20k per month with slow growth. SWP gives 45k per month and still builds wealth. So the real question is: Do you choose safety or growth? I am seriously thinking of selling.
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Tradephy🔆
Tradephy🔆@tradephy·
Iran has OIL Russia has NATURAL GAS China has RARE EARTH MINERALS United States has Dollars Dominance What about our country in one word?
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Veda_verse_ap
Veda_verse_ap@Research1008·
@sudiptak2001 In last 10 years and also counting your 5 years as well which has not given returns still in last 10Y CAGR is 25%. So,it has performed & given exceptional return. As I say again 5Y is too short of span in equity investing.
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SUDIPTA KUMAR
SUDIPTA KUMAR@sudiptak2001·
@Research1008 What would I do if profits don't benefit me? There are many other similar category stocks that give better and consistent returns than HDFC.
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Satpal Singh
Satpal Singh@vsvicky_·
HDFC Bank - 0% Returns in the last 5 years. TCS - 0% Returns in the last 5 years. Asian Paints - 0% Returns in the last 5 years Infosys - 0% Returns in the last 5 years. Hindustan Unilever - 0% Returns in the last 5 years Large caps are safe - that myth just got exposed. Nothing is safe in markets.
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Veda_verse_ap
Veda_verse_ap@Research1008·
@AmuthanIyer @tushar9590 Yes like MRF,BOSCH,page ind are there too.but logic behind Bonus and splits are liquidity is what I think some promoters want higher liquidity and some promoters focuses on just businesses.
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Amuthan Iyer
Amuthan Iyer@AmuthanIyer·
@Research1008 @tushar9590 That logic is understood but not for a stock at 2700-2800. Hitachi, Bosch, GE Vernova etc attract serious investors. When you split it more vols get generated by day traders. If Co performs, investors will find value at bigger nos.Discl: Invested. Not happy with this move.
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tushar
tushar@tushar9590·
What's your top holding in the portfolio? For me it's Timex. Invested for over a year now.
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Veda_verse_ap
Veda_verse_ap@Research1008·
DCF is useful — but most people use it badly DCF is not useless. It’s just abused. Most people force the model to justify the stock they already want to buy. That’s not valuation. That’s spreadsheet confirmation bias. Bad assumptions can make any stock look cheap. #DCF #Nse
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Veda_verse_ap
Veda_verse_ap@Research1008·
@AmuthanIyer @tushar9590 To increase the Liquidity Indian mentality bigger value stock is costly so less volume that’s why nowadays everybody giving bonuses and splitting their shares just to increase liquidity in their shares trading volume.
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Amuthan Iyer
Amuthan Iyer@AmuthanIyer·
@tushar9590 E2E Network is my top holding. Please share your view on why they wish to split their stock.
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Veda_verse_ap@Research1008·
@tushar9590 ETERNAL When mr. Ashwath Damodaran sir, put out their research paper on it & gave fair value of 50rs. I bought it around 70-75 in the qtr when they turnaround profitable.holding since then, No profits booking done yet.
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Veda_verse_ap
Veda_verse_ap@Research1008·
@sudiptak2001 profits of HDFC BANK has surged 148% in last 5 years that’s a 24% CAGR not reflected in share price because of starting valuation was 5.7x P/B in 21. Business has done well it has compounded at 24% cagr. business has done well as you see. Just the wrong entry at a wrong price.
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Veda_verse_ap@Research1008·
@sudiptak2001 @vsvicky_ Was 4-5x now it’s around 2x mostly a fairly to undervalued position next 5 years will be high ROI. It will give your RoI on investments that you haven’t got in last 5 year as well.
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Neha Nagar
Neha Nagar@nehanagarr·
The USA has Technology. China has Manufacturing power. What does India have?
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Veda_verse_ap@Research1008·
@sudiptak2001 @vsvicky_ Again saying 5 years is a short span of time and entry valuation are very important as you know since your a long term investor then you know how much HDFC,Asian paints and other scripts mentioned has created wealth for investors. And that’s why it is important to have asset allo
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SUDIPTA KUMAR
SUDIPTA KUMAR@sudiptak2001·
@Research1008 @vsvicky_ I acknowledge that I am not as intelligent as you are. But investing since 2006 only through MFs where HDFC is one of the bigger holdings. But in any business ROI is more important, and if in 5 years we can not break even than that business is not wasting time on.
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Veda_verse_ap
Veda_verse_ap@Research1008·
@sudiptak2001 @vsvicky_ equity investing doesn’t works like that you need a proper asset allocation so funds that you do not need in next 10-15 years should be in equities & inflation hedge should be look in long terms,5 years is too short of a time,also in investing starting valuation matters the most.
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Veda_verse_ap
Veda_verse_ap@Research1008·
Why ROE can fool investors High ROE looks attractive. But sometimes ROE is inflated by: • low equity base • leverage • buybacks • accounting distortions So no, high ROE alone doesn’t mean high-quality business. Always ask: what is driving the ROE? #ROE #Vedaverse #Equity
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Veda_verse_ap@Research1008·
@vsvicky_ Actually no, buying at fair valuation is most important,best quality companies bought a richly priced you can’t make money, which happened in these companies, but now some of them are fairly price to undervalued.
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